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Wayfair Inc.

NYSE · Retail-Catalog & Mail-Order Houses · CIK 0001616707
$77.59 -0.12% $10.2B
Insider Selling Cluster (2 insiders)High Impact Filing (7/10)31 New Institutional Positions19 Institutional Exits
Vol
Market Cap$10.2B
Cap SizeLarge Cap
Analyst ConsensusBuy (63%)
Inst. Holders50 funds
Inst. Value$6.7B
Inst. Activity31 buys / 19 sells
Insider Activity0B / 15S
Insider Net $-$13.1M
SEC Reports12
Exchange NYSE·Sector Retail-Catalog & Mail-Order Houses·CIK 0001616707·Prev Close $77.68

Recent Activity

May 22, 2026 SEC
Wayfair held its 2026 Annual Meeting on May 21, 2026, where shareholders approved all proposals including the election o
8-K — Impact 2/10
May 13, 2026 SEC
Wayfair announced a proposed $400M private offering of senior secured notes due 2034, with proceeds intended to repay ex
8-K — Impact 4/10
May 4, 2026 SEC
Wayfair insiders (CEO, Director) sold a combined $93K in stock, and CTO received a non-cash grant of 108,292 shares. The
CLUSTER — Impact 2/10
May 1, 2026 Insider
Tan Fiona was granted 108,292 shares
Chief Technology Officer
May 1, 2026 Insider
Blotner Jon was granted 91,768 shares
Pres., Commercial & Operations
May 1, 2026 Insider
Gulliver Kate was granted 89,714 shares
CFO and Chief Admin Officer
Inst.
BAILLIE GIFFORD & CO — TRIM
2,862,209 shares ($215.3M)
Inst.
WELLINGTON MANAGEMENT GROUP LLP — DOUBLED
2,456,698 shares ($184.8M)

Price Targets

$91.74 +18.2% upside Buy
Current $77.59 Low $60.00 Median $90.00 High $123.00 27 analysts
$60.00 $123.00

Analyst Ratings

Buy63% buy · 40 analysts
9Strong Buy
16Buy
15Hold
0Sell
0Strong Sell
Recent Analyst Actions
DateFirmActionRating
Jun 2, 2026 Evercore ISI Group MAINTAIN Outperform → Outperform
May 20, 2026 Guggenheim REITERATE Buy → Buy
May 19, 2026 Citigroup MAINTAIN Buy → Buy
May 8, 2026 Mizuho MAINTAIN Outperform → Outperform
May 1, 2026 Canaccord Genuity MAINTAIN Buy → Buy

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current Q $0.89 $0.73 — $1.03 2% YoY 25
Next Q $0.75 $0.60 — $0.95 8% YoY 25
Current FY $2.77 ▼ -0.6% $2.24 — $3.30 7% YoY 27
Next FY $3.73 $2.87 — $4.48 35% YoY 25

Top Institutional Holders

FundValueMove
FMR LLC$1.2B
Capital World Investors$1.0B
BlackRock, Inc.$431.6M
RENAISSANCE TECHNOLOGIES LLC$374.0M
VANGUARD CAPITAL MANAGEMENT LLC$350.7M

Recent Insider Trades

DateInsiderTypeValue
May 1, 2026Tan FionaA$0.00
May 1, 2026Blotner JonA$0.00
May 1, 2026Gulliver KateA$0.00
Apr 24, 2026Shah NirajSELL$46.6K
Apr 24, 2026Conine StevenSELL$46.5K
50 institutional holders with $6.7B total value (89,665,526 shares) as of 2026-Q1. Top holders: FMR, Capital, BlackRock,. Net buying activity: 31 institutions added/increased vs 19 reduced.

Top Institutional Holders — 2026-Q1

#FundSharesValue% of TrackedLast Move
1FMR LLC16,277,859$1.2B18.1%
2Capital World Investors13,791,783$1.0B15.4%
3BlackRock, Inc.5,738,678$431.6M6.4%
4RENAISSANCE TECHNOLOGIES LLC4,972,425$374.0M5.5%
5VANGUARD CAPITAL MANAGEMENT LLC4,663,199$350.7M5.2%
6VANGUARD PORTFOLIO MANAGEMENT LLC4,388,661$330.1M4.9%
7JANUS HENDERSON GROUP PLC3,866,708$290.8M4.3%
8BAILLIE GIFFORD & CO2,862,209$215.3M3.2%TRIM -28.5%
9TWO SIGMA INVESTMENTS, LP2,503,995$188.3M2.8%
10WELLINGTON MANAGEMENT GROUP LLP2,456,698$184.8M2.7%DOUBLED +115.4%
11ARROWSTREET CAPITAL, LIMITED PARTNERSHIP1,969,981$148.2M2.2%TRIM -30.3%
12STATE STREET CORP1,736,825$130.6M1.9%
13SUSQUEHANNA INTERNATIONAL GROUP, LLP1,733,800$130.4M1.9%
14BALYASNY ASSET MANAGEMENT L.P.1,591,870$119.7M1.8%
15BARCLAYS PLC1,480,000$111.3M1.6%
16CITIGROUP INC1,247,600$93.8M1.4%
17CHARLES SCHWAB INVESTMENT MANAGEMENT INC1,156,033$86.9M1.3%
18DIMENSIONAL FUND ADVISORS LP1,036,531$77.9M1.2%ADD +46.4%
19MORGAN STANLEY977,357$73.5M1.1%
20Clearbridge Investments, LLC961,113$72.3M1.1%NEW

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
BAILLIE GIFFORD & COTRIM4,002,1042,862,209-28.5%$215.3M2026-Q1
WELLINGTON MANAGEMENT GROUP LLPDOUBLED1,140,7512,456,698+115.4%$184.8M2026-Q1
ARROWSTREET CAPITAL, LIMITED PARTNERSHIPTRIM2,825,6541,969,981-30.3%$148.2M2026-Q1
DIMENSIONAL FUND ADVISORS LPADD708,1731,036,531+46.4%$77.9M2026-Q1
Clearbridge Investments, LLCNEW961,113$72.3M2026-Q1
Artemis Investment Management LLPADD478,079877,117+83.5%$66.0M2026-Q1
VOLORIDGE INVESTMENT MANAGEMENT, LLCTRIM1,360,345657,065-51.7%$49.4M2026-Q1
Assenagon Asset Management S.A.DOUBLED2,399575,800+23901.7%$43.3M2026-Q1
Connor, Clark & Lunn Investment Management Ltd.ADD383,943529,804+38.0%$39.8M2026-Q1
FEDERATED HERMES, INC.TRIM651,173486,115-25.3%$36.6M2026-Q1
Alyeska Investment Group, L.P.NEW482,281$36.3M2026-Q1
Invesco Ltd.ADD170,160336,500+97.8%$25.3M2026-Q1
ADAGE CAPITAL PARTNERS GP, L.L.C.NEW333,000$25.0M2026-Q1
VOYA INVESTMENT MANAGEMENT LLCDOUBLED7,663250,051+3163.1%$18.8M2026-Q1
MARSHALL WACE, LLPDOUBLED7,127249,532+3401.2%$18.8M2026-Q1
PANAGORA ASSET MANAGEMENT INCADD153,540194,408+26.6%$14.6M2026-Q1
AMERIPRISE FINANCIAL INCTRIM594,766191,192-67.9%$14.4M2026-Q1
STRS OHIOADD139,446175,742+26.0%$13.2M2026-Q1
NATIXISNEW154,392$11.6M2026-Q1
Neuberger Berman Group LLCTRIM308,856146,073-52.7%$11.0M2026-Q1
FRANKLIN RESOURCES INCDOUBLED54,736127,624+133.2%$9.6M2026-Q1
VICTORY CAPITAL MANAGEMENT INCDOUBLED30,179112,311+272.1%$8.4M2026-Q1
Jain Global LLCADD38,18762,182+62.8%$4.7M2026-Q1
LAZARD ASSET MANAGEMENT LLCDOUBLED4,30254,538+1167.7%$4.1M2026-Q1
TUDOR INVESTMENT CORP ET ALNEAR_EXIT215,78453,819-75.1%$4.0M2026-Q1
9 unique insiders with 43 transactions. Net insider value: -$13.1M ($0.00 bought, $13.1M sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
May 1, 2026Tan FionaChief Technology OfficerAWARD108,292
May 1, 2026Blotner JonPres., Commercial & OperationsAWARD91,768
May 1, 2026Gulliver KateCFO and Chief Admin OfficerAWARD89,714
Apr 24, 2026Shah NirajChief Executive OfficerSELL600$77.69$46.6K
Apr 24, 2026Conine StevenDirectorSELL600$77.54$46.5K
Apr 23, 2026Shah NirajChief Executive OfficerSELL16,716$76.37$1.3M
Apr 23, 2026Conine StevenDirectorSELL16,721$76.37$1.3M
Apr 20, 2026Shah NirajChief Executive OfficerCONVERT500,000
Apr 20, 2026Shah NirajChief Executive OfficerCONVERT500,000
Apr 20, 2026Conine StevenDirectorCONVERT500,000
Apr 20, 2026Conine StevenDirectorCONVERT500,000
Apr 2, 2026Blotner JonPres., Commercial & OperationsSELL4,790$72.19$345.8K
Apr 1, 2026Blotner JonPres., Commercial & OperationsEXERCISE327
Apr 1, 2026Blotner JonPres., Commercial & OperationsTAX W/H9,216$75.25$693.5K
Apr 1, 2026Gulliver KateCFO and Chief Admin OfficerEXERCISE392
Apr 1, 2026Gulliver KateCFO and Chief Admin OfficerTAX W/H9,208$75.25$692.9K
Apr 1, 2026Gulliver KateCFO and Chief Admin OfficerEXERCISE584
Apr 1, 2026Tan FionaChief Technology OfficerEXERCISE1,636
Apr 1, 2026Tan FionaChief Technology OfficerTAX W/H11,727$75.25$882.5K
Apr 1, 2026Blotner JonPres., Commercial & OperationsW100
Mar 25, 2026Conine StevenDirectorSELL2,900$77.62$225.1K
Mar 25, 2026Shah NirajChief Executive OfficerSELL3,012$77.64$233.9K
Mar 24, 2026Conine StevenDirectorSELL1,687$77.14$130.1K
Mar 24, 2026Shah NirajChief Executive OfficerSELL1,571$77.18$121.2K
Mar 23, 2026Conine StevenDirectorSELL2,162$75.48$163.2K
Mar 23, 2026Shah NirajChief Executive OfficerSELL1,994$75.45$150.4K
Mar 18, 2026Tan FionaChief Technology OfficerAWARD21,457
Mar 18, 2026Blotner JonPres., Commercial & OperationsAWARD18,549
Mar 18, 2026Gulliver KateCFO and Chief Admin OfficerAWARD17,848
Mar 5, 2026Frost DianaDirectorAWARD3,176
Mar 5, 2026Kumin Michael AndrewDirectorAWARD3,176
Mar 5, 2026NAYLOR JEFFREY GDirectorAWARD3,176
Mar 5, 2026Kumin Michael AndrewDirectorAWARD3,176
Feb 26, 2026Shah NirajChief Executive OfficerSELL1,100$77.23$85.0K
Feb 26, 2026Conine StevenCo-FounderSELL1,600$77.48$124.0K
Feb 23, 2026Conine StevenCo-FounderSELL60,206$73.76$4.4M
Feb 23, 2026Shah NirajChief Executive OfficerSELL60,023$73.77$4.4M
Feb 23, 2026Tan FionaChief Technology OfficerGIFT11,370
Feb 2, 2026Frost DianaDirectorTAX W/H548$104.72$57.4K
Dec 16, 2025Kumin Michael AndrewDirectorGIFT56,000
Aug 14, 2025JUNG ANDREADirectorAWARD3,177
Jun 27, 2025JUNG ANDREADirectorGIFT15,703
Jun 27, 2025JUNG ANDREADirectorGIFT15,703
12 SEC filing reports analyzed. Sentiment: 0 bullish, 4 bearish, 0 mixed, 8 neutral. Avg impact: 4.1/10.
NEUTRAL 8-K 2/10
Wayfair held its 2026 Annual Meeting on May 21, 2026, where shareholders approved all proposals incl
May 22, 2026
NEUTRAL 8-K 4/10
Wayfair announced a proposed $400M private offering of senior secured notes due 2034, with proceeds
May 13, 2026
NEUTRAL CLUSTER 2/10
Wayfair insiders (CEO, Director) sold a combined $93K in stock, and CTO received a non-cash grant of
May 4, 2026
NEUTRAL 8-K 5/10
Wayfair reported Q1 2026 revenue of $2.93B (+7.4% YoY), a GAAP net loss of -$0.80/share, and Adjuste
Apr 30, 2026
NEUTRAL CLUSTER 2/10
Two Wayfair insiders, including the CEO, sold a combined $2.55M in shares over two days, but the amo
Apr 27, 2026
NEUTRAL CLUSTER 2/10
Two Wayfair insiders, including CEO Niraj Shah, sold a combined $459K in stock on March 25, 2026. Th
Apr 27, 2026
BEARISH 144 6/10
Steven K. Conine, co-founder and former executive of Wayfair, filed a Form 144 to notify intent to s
Apr 14, 2026
BEARISH CLUSTER 7/10
Wayfair's CEO Shah Niraj and Director Steven Conine collectively sold over $1 million in shares over
Mar 26, 2026
NEUTRAL CLUSTER 3/10
Two insiders at Wayfair — CEO Niraj Shah and Director Steven Conine — sold shares in open-market tra
Mar 25, 2026
NEUTRAL CLUSTER 2/10
Michael Kumin, a director at Wayfair, was granted 3,176 shares as part of a non-cash award. This is
Mar 6, 2026
BEARISH CLUSTER 7/10
Wayfair CEO Niraj Shah and co-founder Steven Conine executed significant open-market share sales tot
Feb 27, 2026
BEARISH CLUSTER 7/10
Wayfair's CEO and co-founder sold nearly $8.9 million worth of shares in open-market transactions on
Feb 26, 2026

No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.

Current analyst consensus: Buy (63% buy). Based on 40 analysts: 9 strong buy, 16 buy, 15 hold, 0 sell, 0 strong sell.

Analyst Price Targets

$91.74 mean target +18.2% upside Buy (1.97)
$60.00 Low $123.00 High
MetricValue
Current Price$77.59
Target Low$60.00
Target Mean$91.74
Target Median$90.00
Target High$123.00
# Analysts27
RecommendationBuy (1.97)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-06-30
$0.89 $0.73 $1.03 2.4% -0.2% 14↑ 9↓ $3.4B 5.3% 25
Next Q
2026-09-30
$0.75 $0.60 $0.95 7.7% -0.1% 11↑ 13↓ $3.3B 4.7% 25
Current FY
2026-12-31
$2.77 $2.24 $3.30 6.6% -0.6% 12↑ 13↓ $13.1B 5.5% 27
Next FY
2027-12-31
$3.73 $2.87 $4.48 34.6% +0.0% 13↑ 10↓ $13.9B 5.9% 25

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$0.891
7d ago$0.891
30d ago$0.893-0.002
60d ago$0.878+0.013
90d ago$0.878+0.013
18 analyst firms have rated this stock: 1 upgrades, 0 downgrades, 0 initiations.

Individual Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
Jun 2, 2026 Evercore ISI Group MAINTAIN Outperform Outperform
May 20, 2026 Guggenheim REITERATE Buy Buy
May 19, 2026 Citigroup MAINTAIN Buy Buy
May 8, 2026 Mizuho MAINTAIN Outperform Outperform
May 1, 2026 Canaccord Genuity MAINTAIN Buy Buy
May 1, 2026 UBS MAINTAIN Buy Buy
May 1, 2026 TD Cowen MAINTAIN Hold Hold
May 1, 2026 RBC Capital MAINTAIN Sector Perform Sector Perform
May 1, 2026 Guggenheim MAINTAIN Buy Buy
May 1, 2026 Evercore ISI Group MAINTAIN Outperform Outperform
May 1, 2026 Wells Fargo MAINTAIN Overweight Overweight
May 1, 2026 Needham MAINTAIN Buy Buy
Apr 30, 2026 Jefferies MAINTAIN Hold Hold
Feb 26, 2026 Citigroup MAINTAIN Buy Buy
Feb 24, 2026 Mizuho MAINTAIN Outperform Outperform
Feb 20, 2026 JP Morgan MAINTAIN Overweight Overweight
Feb 20, 2026 Baird MAINTAIN Neutral Neutral
Feb 20, 2026 RBC Capital MAINTAIN Sector Perform Sector Perform
Feb 20, 2026 Truist Securities MAINTAIN Buy Buy
Feb 20, 2026 Stifel MAINTAIN Hold Hold
Feb 20, 2026 Evercore ISI Group MAINTAIN Outperform Outperform
Feb 20, 2026 Wedbush MAINTAIN Neutral Neutral
Feb 20, 2026 Needham REITERATE Buy Buy
Jan 15, 2026 Morgan Stanley MAINTAIN Overweight Overweight
Jan 7, 2026 Barclays UPGRADE Equal-Weight Overweight
Jan 2, 2026 Mizuho REITERATE Outperform Outperform

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
Jun 1, 2026916150063%
May 1, 2026916150063%
Apr 1, 2026916150063%
Mar 1, 2026916160061%
Feb 1, 20261015160061%
Jan 1, 20261014170059%
Strong BuyBuyHoldSellStrong Sell

No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.

No Reddit sentiment data available yet. Sentiment is analyzed from Reddit investment communities on a rolling basis.

Jun 11, 2026
short_volume
Short Volume: W — 65.1% short (1.2M / 1.9M)
Short: 1,212,582 | Exempt: 316 | TRF Vol: 1,863,699 | Short Ratio: 65.1% | Off-exchange volume (dark pool + OTC)
Jun 10, 2026
short_volume
Short Volume: W — 59.0% short (0.7M / 1.1M)
Short: 668,045 | Exempt: 0 | TRF Vol: 1,132,059 | Short Ratio: 59.0% | Off-exchange volume (dark pool + OTC)
Jun 9, 2026
short_volume
Short Volume: W — 56.1% short (1.2M / 2.1M)
Short: 1,202,183 | Exempt: 0 | TRF Vol: 2,144,810 | Short Ratio: 56.1% | Off-exchange volume (dark pool + OTC)
Jun 5, 2026
short_volume
Short Volume: W — 62.0% short (0.8M / 1.2M)
Short: 770,547 | Exempt: 1,037 | TRF Vol: 1,242,568 | Short Ratio: 62.0% | Off-exchange volume (dark pool + OTC)
Jun 2, 2026
short_volume
Short Volume: W — 62.6% short (0.7M / 1.2M)
Short: 726,468 | Exempt: 7 | TRF Vol: 1,160,896 | Short Ratio: 62.6% | Off-exchange volume (dark pool + OTC)
May 29, 2026
short_volume
Short Volume: W — 75.8% short (1.0M / 1.3M)
Short: 958,549 | Exempt: 3,200 | TRF Vol: 1,264,648 | Short Ratio: 75.8% | Off-exchange volume (dark pool + OTC)
May 28, 2026
short_volume
Short Volume: W — 69.3% short (1.9M / 2.8M)
Short: 1,918,273 | Exempt: 1,086 | TRF Vol: 2,768,715 | Short Ratio: 69.3% | Off-exchange volume (dark pool + OTC)
May 27, 2026
short_volume
Short Volume: W — 72.6% short (1.8M / 2.5M)
Short: 1,804,715 | Exempt: 3,729 | TRF Vol: 2,485,908 | Short Ratio: 72.6% | Off-exchange volume (dark pool + OTC)
May 26, 2026
short_volume
Short Volume: W — 58.3% short (1.1M / 1.9M)
Short: 1,082,779 | Exempt: 5,480 | TRF Vol: 1,856,471 | Short Ratio: 58.3% | Off-exchange volume (dark pool + OTC)
May 25, 2026
dark_pool
Dark Pool: W — 5.1M shares, 86,455 trades
Week starting 2026-05-25. Total ATS volume: 5,093,950 shares across 86,455 trades.
May 22, 2026
short_volume
Short Volume: W — 60.0% short (0.8M / 1.3M)
Short: 761,722 | Exempt: 0 | TRF Vol: 1,269,851 | Short Ratio: 60.0% | Off-exchange volume (dark pool + OTC)
May 21, 2026
short_volume
Short Volume: W — 71.3% short (2.4M / 3.3M)
Short: 2,371,795 | Exempt: 293 | TRF Vol: 3,327,630 | Short Ratio: 71.3% | Off-exchange volume (dark pool + OTC)
May 20, 2026
short_volume
Short Volume: W — 61.5% short (2.4M / 3.9M)
Short: 2,411,459 | Exempt: 2,835 | TRF Vol: 3,919,691 | Short Ratio: 61.5% | Off-exchange volume (dark pool + OTC)
May 19, 2026
short_volume
Short Volume: W — 67.6% short (3.4M / 5.0M)
Short: 3,377,356 | Exempt: 29,540 | TRF Vol: 4,998,866 | Short Ratio: 67.6% | Off-exchange volume (dark pool + OTC)
May 18, 2026
dark_pool
Dark Pool: W — 7.4M shares, 107,879 trades
Week starting 2026-05-18. Total ATS volume: 7,376,965 shares across 107,879 trades.
Apr 14, 2026
Enforcement
Still, David v. Wayfair Inc.
Court ruling from Supreme Court of Delaware. Docket: 353, 2025